Overview ( as on 27/05/24 )

NAV
₹16.84
Last change
₹0.02 +0.0%
Fund Size (AUM)
815.59 Cr
Performance
10.26% (5Y)

Fund Details

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Sundaram Equity Savings Quarterly Payout of Income Distribution cum Cap Wdrl
as of 27/05/24
AUM

815.59 Cr

Expense Ratio

2.17 %

Benchmark

NIFTY Equity Savings TR INR

ISIN

INF173K01262

Fund Manager

Sudhir Kedia

Exit Load

0% if redeemed after 0 years


Fund Performance 1Y 3Y 5Y
Sundaram Equity Savings Quarterly Payout of Income Distribution cum Cap Wdrl 15.22% 10.78% 10.26%
NIFTY Equity Savings TR INR - - -

Top 10 Holdings

HDFC Bank Ltd

7.22%

Reliance Industries Ltd

6.48%

Sundaram Liquid Dir Gr

4.32%

IndusInd Bank Ltd

4.31%

Axis Bank Ltd

3.56%

Infosys Ltd

3.22%

364 DTB 02052025

2.93%

ICICI Bank Ltd

2.86%

Tata Motors Ltd

2.64%

Larsen & Toubro Ltd

2.44%

Sector Allocation

Financial

36.55%

Consumer Cyclical

12.33%

Energy

10.23%

Industrials

10.2%

Technology

8.21%

Healthcare

7.33%

Consumer Defensive

5.61%

Basic Materials

4.87%

Communication Services

4.32%

Utilities Services

0.35%

Asset Allocation

  • 46%

    Others
  • 42%

    Equity
  • 13%

    Debt

Risk and Return Category

Risk v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Return v/s Category

  • Low
  • Below Average
  • Average
  • Above Average
  • High

Related Funds

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Minimum SIP
1000
Minimum Lumpsum
5000
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